 苹果AAPL |
| 5.55% | 5.43% | $9,215.0万 | 31.8万股 | $8,069.8万 | 31.8万股 | +490股+0.15% | 加仓 |
 微软MSFT |
| 3.8% | 4.43% | $6,300.7万 | 16.9万股 | $6,581.9万 | 17.8万股 | -8,896股-5.00% | 减仓 |
 英伟达NVDA |
| 3.26% | 3.48% | $5,400.9万 | 27.0万股 | $5,169.5万 | 29.6万股 | -2.6万股-8.94% | 减仓 |
| IiShares安硕信托EFV |
| 2.66% | 2.94% | $4,412.7万 | 57.6万股 | $4,370.7万 | 58.8万股 | -1.1万股-1.94% | 减仓 |
 谷歌AGOOGL |
| 2.58% | 2.34% | $4,286.6万 | 12.0万股 | $3,474.4万 | 12.1万股 | -874股-0.72% | 减仓 |
 亚马逊AMZN |
| 1.97% | 2.01% | $3,273.2万 | 13.7万股 | $2,982.3万 | 14.3万股 | -5,860股-4.09% | 减仓 |
| IiShares安硕IEMG |
| 1.97% | 1.19% | $3,268.6万 | 39.5万股 | $1,771.4万 | 25.4万股 | +14.1万股+55.37% | 加仓 |
| V先锋领航指数基金VTV |
| 1.97% | 2.04% | $3,268.6万 | 15.0万股 | $3,031.6万 | 15.5万股 | -4,530股-2.93% | 减仓 |
| TTR ACTIVEBETA US SMALL CAP EQUITY ETFGSSC |
| 1.96% | 1.73% | $3,247.7万 | 35.6万股 | $2,564.7万 | 34.4万股 | +1.2万股+3.44% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 1.95% | 2.06% | $3,235.1万 | 16.4万股 | $3,057.4万 | 16.6万股 | -2,194股-1.32% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 1.77% | 1.54% | $2,942.3万 | 56.1万股 | $2,296.3万 | 43.7万股 | +12.4万股+28.50% | 加仓 |
| I景顺·RAFI DEVELOPED MARKETS EX-U.S. ETFPXF |
| 1.72% | 1.57% | $2,859.9万 | 37.8万股 | $2,336.1万 | 33.4万股 | +4.4万股+13.13% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 1.47% | 1.71% | $2,443.5万 | 29.2万股 | $2,538.9万 | 33.8万股 | -4.6万股-13.70% | 减仓 |
 FIRST AMERN FINLFAF |
| 1.43% | 1.41% | $2,380.4万 | 34.7万股 | $2,096.8万 | 34.8万股 | -738股-0.21% | 减仓 |
 博通AVGO |
| 1.4% | 1.27% | $2,316.2万 | 6.1万股 | $1,893.8万 | 6.1万股 | +130股+0.21% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 1.38% | 1.27% | $2,293.4万 | 86.5万股 | $1,882.5万 | 71.9万股 | +14.6万股+20.36% | 加仓 |
| IiShares安硕信托IEI |
| 1.37% | 1.44% | $2,276.9万 | 19.4万股 | $2,140.6万 | 18.0万股 | +1.3万股+7.41% | 加仓 |
 摩根大通JPM |
| 1.36% | 1.68% | $2,261.1万 | 6.9万股 | $2,503.9万 | 8.5万股 | -1.6万股-18.85% | 减仓 |
 礼来LLY |
| 1.29% | 1.12% | $2,139.6万 | 1.8万股 | $1,670.9万 | 1.8万股 | -328股-1.81% | 减仓 |
| JJPMORGAN INTERNATIONAL GROWTH ETFJIG |
| 1.06% | 0.94% | $1,750.7万 | 20.1万股 | $1,401.2万 | 18.9万股 | +1.2万股+6.40% | 加仓 |
| IiShares安硕·GLOBAL INFRASTRUCTURE ETFIGF |
| 1.02% | 1.14% | $1,697.8万 | 25.5万股 | $1,694.0万 | 25.3万股 | +2,095股+0.83% | 加仓 |
 卡特彼勒CAT |
| 1.02% | 0.83% | $1,685.3万 | 1.6万股 | $1,240.9万 | 1.8万股 | -1,689股-9.64% | 减仓 |
| AALPS ETF信托AMLP |
| 1% | 1.28% | $1,657.4万 | 32.0万股 | $1,903.4万 | 36.2万股 | -4.2万股-11.60% | 减仓 |
| C花旗集团C |
| 0.98% | 0.91% | $1,628.5万 | 11.6万股 | $1,350.2万 | 11.9万股 | -2,701股-2.27% | 减仓 |
 艾伯维ABBV |
| 0.98% | 0.97% | $1,628.4万 | 6.5万股 | $1,439.4万 | 6.6万股 | -1,470股-2.22% | 减仓 |
 Meta平台META |
| 0.98% | 1.13% | $1,624.3万 | 2.9万股 | $1,680.5万 | 2.9万股 | -536股-1.82% | 减仓 |
| IiShares黄金信托IAU |
| 0.97% | 1.59% | $1,617.4万 | 21.4万股 | $2,370.6万 | 26.9万股 | -5.5万股-20.34% | 减仓 |
| V先锋领航指数基金VBK |
| 0.91% | 0.71% | $1,505.7万 | 4.1万股 | $1,059.4万 | 3.5万股 | +6,125股+17.48% | 加仓 |
| IiShares安硕信托IWL |
| 0.86% | 0.36% | $1,422.4万 | 7.7万股 | $531.1万 | 3.3万股 | +4.4万股+132.39% | 加仓 |
 康菲石油COP |
| 0.84% | 0.73% | $1,388.4万 | 13.4万股 | $1,089.3万 | 8.3万股 | +5.1万股+61.85% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.81% | 0.81% | $1,351.2万 | 17.1万股 | $1,205.6万 | 15.2万股 | +1.9万股+12.42% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.81% | 0.71% | $1,337.4万 | 6.1万股 | $1,049.1万 | 5.5万股 | +6,254股+11.43% | 加仓 |
| V先锋领航斯科茨代尔基金VTWV |
| 0.79% | 0.62% | $1,312.2万 | 6.7万股 | $920.7万 | 5.5万股 | +1.2万股+21.95% | 加仓 |
| IiShares安硕信托IGIB |
| 0.79% | 0.68% | $1,310.8万 | 24.7万股 | $1,017.0万 | 19.1万股 | +5.5万股+29.01% | 加仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 0.79% | 0.82% | $1,304.9万 | 27.9万股 | $1,213.7万 | 25.9万股 | +2.0万股+7.83% | 加仓 |
| N新纪元能源NEE |
| 0.78% | 0.93% | $1,290.5万 | 14.7万股 | $1,380.4万 | 14.9万股 | -1,589股-1.07% | 减仓 |
 沃尔玛WMT |
| 0.77% | 1.32% | $1,269.8万 | 11.2万股 | $1,957.0万 | 15.7万股 | -4.5万股-28.80% | 减仓 |
| I景顺·ACTVELY MNGD ETC FDPDBC |
| 0.74% | — | $1,229.6万 | 77.4万股 | $0 | 0股 | +77.4万股 | 新买入 |
 VisaV |
| 0.69% | 0.71% | $1,152.7万 | 3.4万股 | $1,061.6万 | 3.5万股 | -1,527股-4.35% | 减仓 |
 美光科技MU |
| 0.69% | 0.06% | $1,151.2万 | 9,973股 | $86.0万 | 2,544股 | +7,429股+292.02% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.67% | 0.76% | $1,109.9万 | 13.5万股 | $1,136.4万 | 13.8万股 | -2,457股-1.79% | 减仓 |
| B纽约梅隆银行BK |
| 0.66% | 0.62% | $1,102.0万 | 7.6万股 | $915.0万 | 7.7万股 | -924股-1.20% | 减仓 |
| V先锋领航指数基金VOO |
| 0.66% | 0.5% | $1,088.9万 | 1.6万股 | $737.3万 | 1.2万股 | +3,515股+28.49% | 加仓 |
 麦当劳MCD |
| 0.66% | 0.89% | $1,088.1万 | 4.0万股 | $1,322.4万 | 4.3万股 | -2,297股-5.40% | 减仓 |
 泛林集团LRCX |
| 0.64% | 0.44% | $1,066.4万 | 2.5万股 | $646.8万 | 3.0万股 | -5,661股-18.70% | 减仓 |
 雅培ABT |
| 0.64% | 0.82% | $1,061.6万 | 11.7万股 | $1,219.7万 | 11.9万股 | -1,810股-1.52% | 减仓 |
| T赛默飞世尔TMO |
| 0.62% | 0.69% | $1,028.1万 | 2.1万股 | $1,023.8万 | 2.1万股 | -322股-1.55% | 减仓 |
 甲骨文ORCL |
| 0.57% | 0.65% | $941.8万 | 6.4万股 | $960.2万 | 6.5万股 | -1,010股-1.55% | 减仓 |
| V先锋领航指数基金VOT |
| 0.57% | 0.47% | $939.7万 | 3.1万股 | $705.7万 | 2.7万股 | +3,259股+11.88% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.56% | 0.57% | $926.4万 | 15.9万股 | $842.9万 | 14.4万股 | +1.5万股+10.55% | 加仓 |
